Get found in AI search, build trust with online reviews, and win ideal clients with an exclusive XYPN discount.
Wealthtender is the advisor marketing platform trusted by hundreds of XYPN members to show up in Google and AI search, compliantly collect and promote client reviews, and convert more prospects into clients. Enjoy an exclusive 25% member discount on every plan, billed through your XYPN membership.
Get to Know Wealthtender
A platform overview with Diana Cabrices on how Wealthtender helps you get found in AI search and compliantly publish online reviews.
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Growth Essentials
The XYPN-exclusive foundation plan. Get found in Google and AI search with an optimized profile, and compliantly collect and promote Certified Advisor Reviews™.
- SEO and AI-optimized advisor profile that strengthens visibility in Google and AI tools (ChatGPT, Gemini, and more)
- Visibility with 500,000+ annual visitors on wealthtender.com
- Inclusion in the US advisor directory, local directory and interactive map, and professional designation directories
- Compliantly collect and publish Certified Advisor Reviews™
- Display reviews on your website with compliant widgets
- Reviews indexed in search engines and AI tools
- Eligible for the highly-rated advisor directory and Voice of the Client™ Awards
- Done-for-you profile setup included
Convert
Show up in AI search, collect reviews, and convert more prospects. Adds specialist directories and weekly opportunities to get quoted in popular media outlets.
- SEO and AI-optimized advisor profile on Wealthtender
- Certified Advisor Reviews™, compliantly collected and published
- Widgets to compliantly display testimonials on your website
- Featured in up to 4 specialist directories, plus your local advisor guide
- Weekly opportunities to get quoted in popular media outlets
- Visibility with 500,000+ annual visitors on wealthtender.com
- Reviews indexed and cited in Google, ChatGPT, and other AI tools
- Done-for-you profile setup included
Compound
Turn your reputation and expertise into a growth accelerator. Everything in Convert, plus AI-Optimized FAQs, the Testimonial Marketing Studio™, and Large Employer Q&A visibility.
All Convert benefits, plus:
- AI-Optimized FAQs with schema markup applied automatically (up to 10)
- Testimonial Marketing Studio™ to turn reviews into professionally designed marketing content
- 1 Large Employer Q&A participation (Tier 2/3 employers)
Command
Amplify your authority and become the clear choice. Everything in Compound, plus a dedicated Firm Focus Page built on Wealthtender’s high-authority domain.
All Compound benefits, plus:
- 1 Firm Focus Page (modern design, SEO/AI-optimized, firm or niche showcase)
- Large Employer Q&A participation upgraded to Tier 1 (the highest-value employers)
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The advisor marketing platform that helps you get found in Google and AI search, build trust with compliant client reviews, and grow your practice.
Pricing shown reflects the exclusive XYPN member discount and is billed through your XYPN membership.